Anic Equity¶
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Total return since start: 0.573 %¶
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Equity now: -----------------------------> 48056.51 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46661.63 Kr¶
PnL: ---------------------------------------> -226.94 Kr¶
DD now: ---------------------------------> -1.179 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-16 16:45:42.328325'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | 3.380000 | 2887.500000 | 251.500000 | 9.540000 | 2636.000010 |
| Beijer Electronics Group | 26 | 1.490000 | 3182.400000 | 211.400000 | 7.120000 | 2971.000006 |
| Corem Property Group B | 59 | 7.340000 | 690.300000 | 113.300000 | 19.640000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 7.060000 | 455.000000 | 100.000000 | 28.170000 | 355.000000 |
| HMS Networks | 2 | 0.670000 | 716.800000 | 43.800000 | 6.510000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 0.680000 | 2970.000000 | 43.000000 | 1.470000 | 2927.000000 |
| Boozt | 12 | 1.010000 | 1687.200000 | 33.200000 | 2.010000 | 1653.999996 |
| Samhällsbyggnadsbo. i Norden D | 12 | 4.070000 | 269.760000 | 23.760000 | 9.660000 | 246.000000 |
| MedCap | 2 | 4.720000 | 444.000000 | 23.000000 | 5.460000 | 421.000000 |
| Midsona B | 63 | 2.230000 | 605.430000 | 22.430000 | 3.850000 | 582.999984 |
| Fastighetsbolag. Emilshus Pref | 21 | 3.550000 | 581.700000 | 19.700000 | 3.510000 | 562.000005 |
| OEM International B | 7 | 1.690000 | 546.000000 | 18.000000 | 3.410000 | 527.999997 |
| Intrum | 4 | 2.370000 | 545.000000 | 18.000000 | 3.420000 | 527.000000 |
| Nordea Bank Abp | 29 | 0.640000 | 3471.300000 | 17.300000 | 0.500000 | 3453.999992 |
| Karnov Group | 9 | 0.000000 | 551.700000 | 15.700000 | 2.930000 | 536.000004 |
| Coor Service Management Hold. | 8 | 0.290000 | 547.600000 | 15.600000 | 2.930000 | 532.000000 |
| Eastnine | 4 | -0.470000 | 503.200000 | 12.200000 | 2.480000 | 491.000000 |
| CTEK | 13 | 5.320000 | 545.480000 | 11.480000 | 2.150000 | 533.999999 |
| Norva24 Group | 16 | 0.170000 | 554.240000 | 11.240000 | 2.070000 | 543.000000 |
| Resurs Holding | 22 | 0.040000 | 585.200000 | 11.200000 | 1.950000 | 573.999998 |
| Essity A | 4 | 0.000000 | 1158.000000 | 9.000000 | 0.780000 | 1149.000000 |
| AcadeMedia | 12 | 0.640000 | 564.960000 | 7.960000 | 1.430000 | 557.000004 |
| Essity B | 2 | 0.690000 | 580.400000 | 6.400000 | 1.110000 | 574.000000 |
| Handelsbanken A | 5 | 0.500000 | 548.500000 | 2.500000 | 0.460000 | 546.000000 |
| Creaspac SPAC | 6 | 0.000000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Swedbank A | 3 | 0.590000 | 564.300000 | 0.300000 | 0.050000 | 564.000000 |
| Securitas B | 6 | 0.810000 | 568.200000 | -1.800000 | -0.320000 | 570.000000 |
| SAAB B | 8 | 1.540000 | 3332.800000 | -44.200000 | -1.310000 | 3377.000000 |
| International Petroleum Corp. | 5 | 3.270000 | 537.500000 | -57.070000 | -9.600000 | 594.565215 |
| Sampo Oyj SDB | 7 | 0.650000 | 3787.000000 | -63.000000 | -1.640000 | 3850.000000 |
| Vivesto | 1368 | 2.260000 | 545.560000 | -67.440000 | -11.000000 | 612.999432 |
| OX2 | 18 | -2.110000 | 1502.100000 | -161.900000 | -9.730000 | 1663.999992 |
| Axfood | 13 | 0.730000 | 3581.500000 | -174.500000 | -4.650000 | 3756.000001 |
| Ovzon | 52 | 1.560000 | 3042.000000 | -320.000000 | -9.520000 | 3361.999992 |
| Fasadgruppen Group | 35 | -1.010000 | 3430.000000 | -381.000000 | -10.000000 | 3810.999990 |
| TOTAL | 46661.630000 | -226.940000 | -1.17907% | 46888.564618 |
Updated:¶
'2023-01-16 16:45:55.062559'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
